Alerus Financial’s Carrier Global CARR Stock Holding History

Alerus Financial’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-99	Closed	-$5.23K	–	517
2025 Q4	$5.23K	Hold	99	–	–	﹤0.01%	402
2025 Q3	$5.91K	Buy	+99	New	+$6.73K	﹤0.01%	423

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alerus Financial's CARR Position: Q1 2026 in Review

Alerus Financial sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 99 shares — an estimated $5.23K sold.

Alerus Financial first reported a position in CARR in Q3 2025 and held it in 2 quarters. The position peaked at $5.91K in Q3 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Alerus Financial reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
Alerus Financial sold 99 Carrier Global shares in Q1 2026, an estimated $5.23K.
Alerus Financial first reported a position in Carrier Global in Q3 2025 and held it in 2 quarters.
Alerus Financial's Carrier Global position peaked at $5.91K in Q3 2025.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.